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No advisor can pay to be listed or to get preferential treatment. We charge advisors a referral fee if you choose to book a meeting with them. We believe everyone deserves easy access to all public information so they can find the advisor that is right for them.

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Fee-only advisors

Filtered to advisors paid by a % of your portfolio, not commissions. Estimated fees shown for a $500K portfolio.

5 things everyone should know about financial advisors

1
The advisors on this site are fiduciaries — legally required to act in your best interest. If someone isn't listed here, they aren't technically a fiduciary advisor.Learn about fiduciary duty →
2
While all advisors here must act in your best interest, about 3 in 4 also earn commissions or kickbacks. This isn't necessarily bad, but it means they're incentivized to buy assets that pay them, not just what's best for you. Fee-only advisors are different: they're paid directly by you, with no commissions.Filter to fee-only advisors →
3
You don't have to hand over your entire savings to get a financial plan. Many advisors offer fixed-fee planning, usually ranging from a few hundred to a few thousand dollars.Browse planning-only advisors →
4
Most advisors actively manage your money in exchange for about 1% per year. Over long periods, the difference between 0.5% and 2.0% really adds up — after about 30 years, the cheaper advisor would leave you with roughly 50% more money.Understanding advisor fees →
5
Some advisors manage hundreds of clients and bring deep experience, while advisors building their practice can offer more personal attention and lower fees.Browse growing advisors →

Reviews from people like you

Data you can verify

High net worth advisors

Filtered to firms with $1.5M+ average client portfolio. Estimated fees shown for a $2M portfolio.

Experienced advisors

Filtered to 20+ years of experience. Estimated fees shown for a $500K portfolio.

Growing advisors

Filtered to firms with under $20M per advisor. Estimated fees shown for a $500K portfolio.

Still not sure if you need an advisor?

It's okay, not everyone does.

The right advisor can save you money and help with more than just tax season

You may need an advisor if you...

Nearing retirementWithin 10 years of leaving work
Life changeMarriage, divorce, inheritance, or new baby
It's complicatedMultiple income sources or investments
Money stressFinancial decisions keep you up at night

You may not need an advisor if you...

Simple situationSingle income, standard deductions
401(k) worksHappy with target-date funds
Enjoy DIYYou like managing your own money
Just starting outStill building your first emergency fund

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